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jonholliday.bsky.social
Jonathan
@jonholliday.bsky.social
Reposted by Jonathan
Some thoughts about the military parade in my hometown of Washington DC today -- specifically, the route. Military parades in DC are quite rare. But when they happen, they have always begun, symbolically and geographically, at the Capitol and moved outward. 1/
June 14, 2025 at 12:35 PM
Reposted by Jonathan
This is an excellent piece. Please read.

"If we’re going to issue debt to buy super speculative assets that have no use today, have never had a use, but some evangelists claim will solve all of our society’s problems, why stop at crypto? How about a strategic Powerball ticket reserve?"
Cliff Asness: The New ‘Crypto Fort Knox’ Is as Dumb as It Sounds
To create a sovereign wealth fund dedicated to something five times or more as volatile as straight-up stocks is an awful idea.
www.thefp.com
March 7, 2025 at 9:22 PM
February 25, 2025 at 11:28 AM
Reposted by Jonathan
There you have it. The Economic Policy Uncertainty Index (www.policyuncertainty.com) just hit an all-time high, surpassing its previous high from May 2020 - the teeth of the #COVID pandemic.

Consequences: worse investment climate, higher risk premia, (likely) higher interest rates...
February 16, 2025 at 2:56 PM
Reposted by Jonathan
J.P. Morgan econs on Trump’s latest are “increasingly concerned that the policy mix may tilt into an unintentionally far less business-friendly stance. The sustained 25% tariff on Canada and Mexico set to start this weekend is materially different than the tariff increases built into our baseline.”
February 1, 2025 at 4:36 PM
Reposted by Jonathan
There is a reason TikTok is so good at figuring out what you want to see, and why it’s better than everything else: it’s a weapon, and the best weapon is one you don’t know exists, or worse, one you think you can’t live without
January 19, 2025 at 5:59 PM
Reposted by Jonathan
Can someone ask Zuck which one of these politicians has masculine energy and which one has feminine energy?
January 17, 2025 at 8:33 PM
Reposted by Jonathan
not enough rap songs about your grocery store suddenly changing their layout
January 3, 2025 at 1:59 AM
Reposted by Jonathan
President, humanitarian, strike thrower
December 30, 2024 at 1:07 AM
Reposted by Jonathan
SK watches over me here at my desk, with Johnny Cash right behind him
November 19, 2024 at 10:48 PM